Experience

Eton Pharmaceuticals, Inc

• United States
• Pharmaceutical Manufacturing
• 1 - 100 Employee

• Vice President Finance

  • Jun 2022 - Present

• Senior Director - Finance

  • Nov 2020 - Jun 2022



Akorn Pharmaceuticals

• United States
• Pharmaceutical Manufacturing
• 700 & Above Employee

• Director - Financial Planning & Analysis

  • Sep 2013 - Nov 2020

  • Developed and maintain the annual planning and monthly forecasting process for the entire company – responsible for the creation of the company’s P&L, Cash Flow, and Balance Sheet which is used as the basis to set sales and earnings targets for our company as well as the foundation of our earnings guidance to outside investors. • Created and present the monthly, quarterly, and annual financial review packets to provide complete financial insight and variance analysis to our CEO, CFO, COO… Show more • Developed and maintain the annual planning and monthly forecasting process for the entire company – responsible for the creation of the company’s P&L, Cash Flow, and Balance Sheet which is used as the basis to set sales and earnings targets for our company as well as the foundation of our earnings guidance to outside investors. • Created and present the monthly, quarterly, and annual financial review packets to provide complete financial insight and variance analysis to our CEO, CFO, COO, and other top management. • Plan and forecast sales of over 200 generic and branded drugs, delivering anywhere from $600 million to $1.1 billion, often down to a customer level, by number of units and price. • Budget expenses of almost $400 million with key department heads to plan expense budgets for over 75 departments. • Perform Discounted Cash Flow analysis to value both our acquisition opportunities as well as our pipeline of R&D products. Key data points for analysis include IMS data, market growth assumptions, number of competitors, pricing degradation, R&D investment, and cost of production. • Responsible for Long-range planning over a five-year period so that we can make better strategic decisions for our company. Built a model that identifies shortfalls in our desired growth projections and can easily paint a picture of what our company looks like assuming different scenarios to fill the gaps (i.e. leverage position of taking on an acquisition). It also allows us to easily see the best options for funding our future growth, from both a leverage and profitability perspective. • Regularly present to the CEO, CFO, and COO and have occasionally presented to institutional investors, rating agencies, investment banks, as well as our Board of Directors Show less • Developed and maintain the annual planning and monthly forecasting process for the entire company – responsible for the creation of the company’s P&L, Cash Flow, and Balance Sheet which is used as the basis to set sales and earnings targets for our company as well as the foundation of our earnings guidance to outside investors. • Created and present the monthly, quarterly, and annual financial review packets to provide complete financial insight and variance analysis to our CEO, CFO, COO… Show more • Developed and maintain the annual planning and monthly forecasting process for the entire company – responsible for the creation of the company’s P&L, Cash Flow, and Balance Sheet which is used as the basis to set sales and earnings targets for our company as well as the foundation of our earnings guidance to outside investors. • Created and present the monthly, quarterly, and annual financial review packets to provide complete financial insight and variance analysis to our CEO, CFO, COO, and other top management. • Plan and forecast sales of over 200 generic and branded drugs, delivering anywhere from $600 million to $1.1 billion, often down to a customer level, by number of units and price. • Budget expenses of almost $400 million with key department heads to plan expense budgets for over 75 departments. • Perform Discounted Cash Flow analysis to value both our acquisition opportunities as well as our pipeline of R&D products. Key data points for analysis include IMS data, market growth assumptions, number of competitors, pricing degradation, R&D investment, and cost of production. • Responsible for Long-range planning over a five-year period so that we can make better strategic decisions for our company. Built a model that identifies shortfalls in our desired growth projections and can easily paint a picture of what our company looks like assuming different scenarios to fill the gaps (i.e. leverage position of taking on an acquisition). It also allows us to easily see the best options for funding our future growth, from both a leverage and profitability perspective. • Regularly present to the CEO, CFO, and COO and have occasionally presented to institutional investors, rating agencies, investment banks, as well as our Board of Directors Show less



Hospira

• United States
• Pharmaceutical Manufacturing
• 700 & Above Employee

• Finance Manager - U.S. Commercial FP&A

  • Oct 2012 - Sep 2013

  • Acted as the primary support person for the VP of U.S. commercial finance ($2.6 billion business) focusing on financial consolidation, process improvement and efficiency, as well as ensuring complete transparency and concise messaging to all parties vested in our financial performance • Led a team that was responsible for planning, forecasting, and reporting on a $190 million SG&A budget for over a thousand U.S. employees

• Finance Manager - Strategic Finance

  • Jun 2008 - Oct 2012

  I was responsible for creating the discounted cash flow models for all of the company's new products related to medical devices, software, biosimilars, and a portion of the generic pharmaceuticals. I also support our Business Development group regarding acquisitions, divestitures, or partnership agreements that fall under my product scope. Along with a number of ad-hoc projects, my group was responsible for creating the financials behind the company's long-range plan and product portfolio… Show more I was responsible for creating the discounted cash flow models for all of the company's new products related to medical devices, software, biosimilars, and a portion of the generic pharmaceuticals. I also support our Business Development group regarding acquisitions, divestitures, or partnership agreements that fall under my product scope. Along with a number of ad-hoc projects, my group was responsible for creating the financials behind the company's long-range plan and product portfolio review.



Sears

• United States
• Retail
• 700 & Above Employee

• Business Finance Manager

  • Jul 2006 - Jun 2008

  I was the finance representative to the Dealer Store organization, a group of over 800 small-town, locally-owned Sears stores, as well as the Sears Hardware stores. These two businesses had sales of almost $1 billion. I was responsible for annual planning and monthly forecasting, as well as analyzing and presenting monthly results and variances to plan/forecast. I designed a model that provided highly comprehensive data relating to store performance of over 4,000 company stores, at the… Show more I was the finance representative to the Dealer Store organization, a group of over 800 small-town, locally-owned Sears stores, as well as the Sears Hardware stores. These two businesses had sales of almost $1 billion. I was responsible for annual planning and monthly forecasting, as well as analyzing and presenting monthly results and variances to plan/forecast. I designed a model that provided highly comprehensive data relating to store performance of over 4,000 company stores, at the request of the Chairman of Sears Holdings, Edward Lampert.

• Sr. Financial Analyst

  • Jul 2005 - Jul 2006

  Promoted to my later role at Sears.



William Blair

• Financial Services
• 700 & Above Employee

• Research Associate

  • May 2000 - Jun 2003

  • Initiated and developed investment recommendations • Persuaded institutional investors to take appropriate actions regarding the purchase and sale of stocks • Created highly complex and accurate financial models to project company performance and determine overall value of the subject company / stock • Authored extensive research reports • Initiated and developed investment recommendations • Persuaded institutional investors to take appropriate actions regarding the purchase and sale of stocks • Created highly complex and accurate financial models to project company performance and determine overall value of the subject company / stock • Authored extensive research reports



Bank of America Merrill Lynch (ABN AMRO/LaSalle Bank NA)

• Chicago, Illinois, United States

• Credit Analyst

  • Jul 1998 - May 2000

  Performed detailed financial, cash flow, liquidity, and collateral analysis on a variety of middle-market companies for the purpose of ensuring repayment of loans in excess of $25 million. Performed detailed financial, cash flow, liquidity, and collateral analysis on a variety of middle-market companies for the purpose of ensuring repayment of loans in excess of $25 million.